The COVID-19 and Markets site is intended to house a daily missive from David Bahnsen, Chief Investment Officer at The Bahnsen Group. While the weekly Dividend Cafe has served as macro-commentary for many years covering a wide array of topics and principles and best practices for investors, this COVID and Markets site will specifically focus on daily nuggets around the health data, market realities, policy developments, and economic ramifications of this coronavirus era. The intention is for this site and daily endeavor to cease when we are on the other side of all this, and quite frankly, the hope and prayer is that that moment come sooner than later.

So expect a DAILY missive at covidandmarkets.com for the foreseeable future,
And expect a WEEKLY commentary at dividendcafe.com until Kingdom come.

 

CM_4_28

Daily COVID Markets Missive – Tuesday April 28

The market opened up ~400, bounced around throughout the day, and closed today down a tad. But the big tech companies were down 2-4% all day.

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CM_4_27

Daily COVID Markets Missive – Monday April 27

I woke up to the futures pointing up 200 points at 3:30am, and the June delivery contract on WTI oil down 17% to just over $14/barrel.

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CM_4_24

Daily COVID Markets Missive – Friday April 24

A somewhat shorter daily missive today because I also have my weekly Dividend Cafe commentary hitting inboxes shortly.  Some very worthwhile nuggets here.

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CM_4_23

Daily COVID Markets Missive – Thursday April 23

The week of April 6 was the biggest “up” week in markets on a percentage basis since 1974. Last week (with up and down volatility) was another solid up week

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CM_4_22

Daily COVID Markets Missive – Wednesday April 22

The market rallied quite a bit today, coming off of the two ~600 point down days that started the week. Oil prices were up 22% (from their very low level)

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CM_4_21

Daily COVID Markets Missive – Tuesday April 21

All of a sudden about 8:00 pm alerts started popping on my 37 devices, as word circulated that North Korea leader, Kim-Jong Un, was in grave danger

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CM_4_20

Daily COVID Markets Missive – Monday April 20

We cover the market, the latest in health data, plenty on housing prices, the PPP Part Two stimulus program, and oil prices – plus more

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CM_4_17

Daily COVID Markets Missive – Friday 4/17

We experienced the first consecutive weekly gains in the market since early/mid February (the last time we had two positive weeks in a row).

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About the Author

DAVID L. BAHNSEN

Founder, Managing Partner,
and Chief Investment Officer

David is a frequent guest on CNBC, Bloomberg, and Fox Business and is a regular contributor to National Review and Forbes. David serves on the Board of Directors for the National Review Institute and is a founding Trustee for Pacifica Christian High School of Orange County.

He is the author of the books, Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (Post Hill Press), The Case for Dividend Growth: Investing in a Post-Crisis World (Post Hill Press) and his latest, Elizabeth Warren: How Her Presidency Would Destroy the Middle Class and the American Dream (2020).

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